|
|

CSD Financial's key team members include Gil Davis and Rick Hyde. (Their
bios are included below.) Gil and Rick are associated with Case | Sabatini
(which employs nearly 50 people) and Hefren-Tillotson (which employs more
than 120 people).
Gil Davis, CPA
/ PFS is a financial
advisor affiliated with Hefren-Tillotson, Inc. through his work with Case |
Sabatini, a CPA firm based in the South Hills of Pittsburgh. (He is also a
partner at Case | Sabatini.) Gil has more
than 25 years of extensive professional experience in the areas of finance
and taxes, applying both his CPA and financial planning expertise in helping
clients achieve their financial goals. Gil has also earned the
prestigious Personal Financial Specialist (PFS) certification. The AICPA has
granted this designation to only about 2% of CPAs nationwide. Over the
years, Gil has served on many nonprofit boards and has been active in
fundraising efforts for organizations including the YMCA, the Juvenile
Diabetes foundation, and the Roberto Clemente Foundation. He is also the
former National Tax Chairman for the Associated Builders and Contractors. In
this capacity, Gil worked directly with IRS officials in recommending tax
code changes and improvements in taxation requirements for contractors.
Gil received his B.S. degree in accounting from the University of Dayton.
He lives with his wife and three children in Robinson Township. Gil
spends his free time coaching and fundraising for youth sports. He continues
to play competitive baseball for the Pittsburgh Rangers. (email
Gil)
Rick
C. Hyde is a financial advisor at CSD Financial. Since
2002, Rick has worked to develop and implement financial plans for
individuals and small businesses. He maintains contact with our
clients to revise plans based on the client's changing needs over time and
responding to changes in the investment market. Prior to his role here, Rick
worked as an investment consultant and representative for numerous major
brokerages and investment companies, including PNC Brokerage, Fidelity
Investments, and Dreyfus Investment Services. Rick holds a bachelor's
degree from Robert Morris. He has been involved in the local Toastmasters
club, and serves on the board of directors for Rainbow Kitchen Community
Services. (email
Rick)
View Case | Sabatini's
Staff | View
Hefren-Tillotson's Staff |
|
| |
© 2007 CSD Financial. Securities offered through
Hefren-Tillotson, Inc., member NASD / SIPC.
Hefren-Tillotson, Inc., 308 Seventh Ave., Pittsburgh, PA 15222 |
|